I think that even though we compare them as similar they are very different. Coke dominates the beverage Pepsi dominates the snacks. I think owning both is not a competition as a Super Bowl party will have coke and Doritos. Most people that go to a Sub sandwich shop will have a PepsiCo chip with a coke.
Good point. Owning both could be argued as a good idea. To do that, you'd have to look at stock price correlation over a long period of time to truly see if they offer similar performance profiles.
Good eye my good man. We did a double take too. Yep, the two partnered. From the horse's mouth: "More than 20 years ago, Starbucks and PepsiCo started the Ready-to-Drink (RTD) coffee category with the launch of the iconic Frappuccino® coffee drink. What started as a nascent category has grown to be a more than $2 billion retail business and Starbucks is the leader in RTD coffee with 97 percent share."
Both of these firms do a lot more than people think. If you work for PEP, then maybe you get some equity exposure from that. They're both solid companies.
I am going to stick with Pepsi going forward. They have a great dividend history coupled with better capital appreciation. I believe the political stance associated Coca Cola has taken has its toll on the company resulting in a flat stock price. The only concern with Pepsi is the payout ratio which should be lower.
Makes sense. Companies that get into politics do their shareholders a great disservice. Hopefully now that the ESG extortionists are being exposed for what they are, companies will feel less compelled to pretend like they care about divisive issues.
Coke or Pepsi? That is the question. To be or not to be? North or South? Godzilla v. King Kong? Alien v. Predator? Yin or Yang? Cigarette or Cigar? Beer or Wine? Vanilla or Chocolate? Coffee or Tea? Ginger or Mary Ann?
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Great video, thanks!
Thank you for the kind words!
7:25 in Canada it is for chips: Old Dutch 40% & Lays/Doritos 40% & 10% store brand.
Thank you for that info! Very useful, eh. ;)
Definitely, Joe! KO looks more attractive.
Let's hope that payout ratio goes low enough so larger raises are in order
Why not both ?
You sure could! We just have limited slots (30) in our DGI portfolio and wanted to choose one since both have similar risk profiles.
I think that even though we compare them as similar they are very different. Coke dominates the beverage Pepsi dominates the snacks. I think owning both is not a competition as a Super Bowl party will have coke and Doritos. Most people that go to a Sub sandwich shop will have a PepsiCo chip with a coke.
Good point. Owning both could be argued as a good idea. To do that, you'd have to look at stock price correlation over a long period of time to truly see if they offer similar performance profiles.
I’m not sure why it took your video to make me finally add KO to my portfolio….
It's a timeless classic :)
Why you have to choose between, both look amazing and better then average companies to own...but hey what do I know
Certainly an option to hold both. For our portfolio, we wanted to spread the net as wide as possible for varied exposures.
Did i see starbucks logo in your Pepsi brands slide?
Good eye my good man. We did a double take too. Yep, the two partnered. From the horse's mouth: "More than 20 years ago, Starbucks and PepsiCo started the Ready-to-Drink (RTD) coffee category with the launch of the iconic Frappuccino® coffee drink. What started as a nascent category has grown to be a more than $2 billion retail business and Starbucks is the leader in RTD coffee with 97 percent share."
@@Nanalyze very interesting! Great video as always, Joe.
its a blonde or brunette situation
Good analogy
@@justinjohnson8398 yes, and I like both 👍🤣🤣🤣
Blondes are usually wild brunettes are usually more proper both are great lmao 🤣
Next to KO vs TKO ;)
Noted in the queue ;)
I like PEP more, also work for the company. But this is the first time i feel a bit good about KO. Did not know they had so many strong brands.
Both of these firms do a lot more than people think. If you work for PEP, then maybe you get some equity exposure from that. They're both solid companies.
KO should buy "Old Dutch Foods" in Canada to have chips like PEP.
Would be interesting to see the margins on snacks vs drinks.
I am going to stick with Pepsi going forward. They have a great dividend history coupled with better capital appreciation. I believe the political stance associated Coca Cola has taken has its toll on the company resulting in a flat stock price. The only concern with Pepsi is the payout ratio which should be lower.
Makes sense. Companies that get into politics do their shareholders a great disservice. Hopefully now that the ESG extortionists are being exposed for what they are, companies will feel less compelled to pretend like they care about divisive issues.
ARM video soon 😮
We wrote about them a month ago so probably three months at least before we revisit: www.nanalyze.com/2023/08/arm-ipo-under-the-hood/
Coke or Pepsi? That is the question. To be or not to be? North or South? Godzilla v. King Kong? Alien v. Predator? Yin or Yang? Cigarette or Cigar? Beer or Wine? Vanilla or Chocolate? Coffee or Tea? Ginger or Mary Ann?
Indica or sativa?
I don't think that Pepsi will be able to sustain that kind of dividend growth with lower margins than Coke.
Doesn't seem like it